Job Description
We are seeking a seasoned Investment Expert to join our dynamic team. As an Investment Advisor, you will work closely with Relationship Managers (RMs) to serve a global client base.
About the Role
The successful candidate will combine client advisory responsibilities with active involvement in discretionary portfolio management. They will act as a trusted partner to RMs and clients, delivering high-quality investment advice while contributing to portfolio growth.
Main Responsibilities:
- Provide expert investment advice across all asset classes
- Support RMs in portfolio construction, asset allocation, and investment proposals
- Maintain accurate records of client portfolios and recommend rebalancing as needed
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